We are an independent financial planning and investment management firm delivering true financial security to high net worth families in California. We achieve this through our comprehensive planning process, goal prioritization, and collaboration with our clients' existing advisors. Our niche is in serving retirees or those approaching retirement. We purposely limit the number of clients we serve, giving us the time to delve into each client’s plan, understanding their goals, and getting to know their family. Our greatest joy comes from cultivating deep relationships with a select group of clients over many years of service. Disclosure: The financial professionals of Spiegelman Wealth Management are Registered Representatives and/or Investment Adviser Representatives with/and offers securities and/or advisory services through Commonwealth Financial Network®, Member [www.FINRA.org/www.SIPC.org], a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DE, FL, IL, MI, MT, NM, NV, NY, OR, TX and WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html